Tag: employer

When Will I Get My Employer W2, Investments 1099, Mortgage 1098 and Other Tax Return Forms and Filing Documents for 2016 Tax Filing in 2017

[Updated for 2016-2017 tax season] Before we file our tax returns there are a number of forms we need to receive from our employers, financial institutions and other entities we make money from,… Read more »

2012 vs. 2013 IRA Maximum Contribution, Income and Deduction Limits Factoring in Employer Coverage Restrictions

I’ve written a fair bit on tax-advantaged individual retirement plans, but still keep getting lots of questions on this topic. This is likely due to two main factors. One, thanks… Read more »

Choices for Your 401(k) Retirement Plan When You Leave or Change Your Job Including an IRA Rollover

For those who have money stashed away in an employer sponsored 401(k) retirement account, there are a number of options they can take with those funds when they move on… Read more »

How Will Health Care Reform Affect My Employer or Company Sponsored Benefits?

Even though President Obama and Congress have signed into law sweeping health care reform many employees are still in the dark about how their employer sponsored health care benefits will… Read more »